financial advisers France

... customized insurance solutions, covering loan insurance, provident insurance, multi-risk insurance, cyber insurance, and health insurance. - Financial well-being: Improve your financial situation with our comprehensive support, including coaching in budget education. Financisi's commitment is to provide you with solutions that perfectly meet your needs and objectives, with respect and confidentiality. Contact us today to benefit from our expertise and support.

... successfully navigate these challenges and optimize your financial resources, considering the intervention of a PME Financing Expert could be decisive. We offer operational support to overcome financial crises, growth-related challenges, and difficulties in accessing financing. Our expertise in Transition Management for SMEs extends to managing growth crises, financial difficulties, and alternative financing...

...OWR PARTNER is an independent consulting firm organized around 9 Practices: - Mergers & Acquisitions - Real Estate - Financial Management - Organizations & Strategy - Private Funds - Institutional Investors - Sovereign and Public Sector - Banks & Banking Services - Transition Management We act as a true partner to our clients, helping them solve complex problems by applying expertise in economics, business, finance, management, organizations, strategy, technology, and the public sector. You can contact us at any time, and we will be happy to assist you.

Primadviz is a platform that connects investment professionals with individuals. The goal is to encourage individuals to reach out to investment professionals for guidance in making important life decisions. These important decisions generally pertain to investments, including legal, tax, financial, and real estate advice. For example, this could involve setting up a retirement savings plan to...

The GIFP CONSEIL Group, established in Nice since 1989. Subject to CIF regulations (Financial Investment Advisor), approved by the AMF (Financial Markets Authority), our business consists of providing legal advice by recommending solutions to individuals, with the goal of creating, growing, and managing their wealth. Indeed, we observe that some taxpayers know how to surround themselves with...

...responsiveness, and reliability. We work closely with a network of notaries, accountants, and tax lawyers. All these commitments allow us to ensure the quality of our advice. Your wealth is unique and deserves special attention. Depending on your profile and objectives, our support is comprehensive, whether for individuals or professionals: - Financial investment advice - Optimization of corporate cash flow - High-value real estate investment - Wealth expertise (taxation, wealth transfer…) - Financing of real estate and professional projects...

The objectivity of advice is an important value for the ONEXYS group. The recommended strategies are intended to assist in decision-making by detailing the advantages and disadvantages of each proposed solution. By reconciling fiscal, civil, asset, and inheritance approaches, ONEXYS supports you at every stage of your life. Our wealth and financial engineering division consists of a team of...

... with experienced collaborators from very diverse backgrounds and professional experiences in order to offer you a wide range of services. Is your business successful? Does its financial and accounting affairs need reorganising? Does it need to be even more productive? Moreover, do you wish to optimise your property assets? Are you looking for tools to improve your responsiveness? Our partners and...

... objectives, our team of five collaborators addresses all your real estate, financial, banking, and legal inquiries. Real Estate: build a secure, profitable, tax-efficient, and reliable real estate portfolio. Financial Advice: benefit from the best-managed and most profitable assets in the market without compromising your risk profile. Wealth Strategy: invest in a wealth strategy now to achieve your goals. Investing in Art: gain access to the most prestigious classic collections to diversify your wealth without tax implications.

... most comprehensive and coherent wealth strategy. Human value is the main driver of our analyses. To achieve our clients' objectives, our priorities are listening, advising, and supporting. CFPatrimoine is registered with ORIAS as a Financial Investment Advisor (CIF), Insurance-Reinsurance Broker (COA), Banking Operations and Payment Services Broker (COBSP). CFPatrimoine is a member of ANACOFI, an association approved by the Financial Markets Authority (AMF). CFPatrimoine also holds a Professional Real Estate Card.

... financing solutions to be combined on its platform. By blending financial creativity and technology, Investlease supports companies and its partners in their growth and equipment financing projects. Investlease also offers financing solutions for real estate operations.

... options. - SAVING: Savings should be adaptable to your situation. They need to be diversified and accessible when needed. - PLANNING FOR RETIREMENT: Retirement requires anticipation and preparation. Discover why and, more importantly, how you can plan and optimize it. Our information is free and independent; our sole mission is to provide advice and expertise through the analysis of thousands of financial products. Product comparators, smart calculators, and simple simulators to guide you.

... any inquiries: For companies that regularly publish their financial statements, send us an email with your SIRET number, a proforma of the equipment to be financed in PDF format, without needing to travel, and we will get back to you within 24 hours! We take care of the rest! Rigour, commitment, availability, personalized advice, responsiveness, and relevance of studies are part of our daily routine. Our independence allows us to seek the best compromise with banking and financial players.

...Engineering company, financial management, and software publishing in "SAAS" mode. Concertaux specializes in Cash Management, Debt and Financing, and Investments. We offer our services in debt expertise and auditing, funding search, analysis of financing and refinancing proposals, interest rate risk management on borrowing, personalized consulting for local public sector and businesses, pricing of various financial arrangements, and retrospective and prospective budget analysis.

The company S.L.P, established in 1991 in Luxembourg, is expanding into France to provide its clients with a simple, effective, and transparent savings management. Our mission is to help you make the right choice regarding capital accumulation tools. Our areas of expertise include financial markets, real estate, insurance, and tax support for our clients on all inheritance matters.

...SOCO&FI is a Consulting and Corporate Finance Company, specialized in supporting businesses, project leaders, and economic support networks with their strategic, financial, commercial, or managerial issues. The mission of SOCO&FI is to optimize the time spent by the leader on managing their company to enhance decision-making at every stage of development. Specializations: Corporate Finance - Growth Support - Financial Analysis - Funding Search - Business Strategy - International Marketing - Export Development...

In an increasingly demanding and complex environment, business leaders must surround themselves with a readily available and effective advisory team more than ever. Choosing ABCAP Conseil means benefiting from the proximity of a local presence. As a partner to your business, our well-established accounting firm in Vimines, Savoie, allows us to offer our clients a variety of related services. Thus,...

Private investment club to replicate confidential investment opportunities shared among seasoned investors. Say goodbye to savings accounts that yield nothing and commission-driven advice. Discover easily replicable investment opportunities across all asset classes for a worry-free investment experience. Investment experts are at your service, enabling every individual, whether a beginner or exper...

Welcome to the Monetary Jargon of the SOLUTION PROFESSIONAL Laboratory: We are an organization specializing in monetary chemistry, here to solve all your secure banknote issues: Euro, Dollars, Dinar, Pound Sterling, and any other currency. We focus on analysis and prescription. We also sell products and provide services. Products: We offer universal SSD; a chemical cleaning SSD solution recognize...

Your accountant supports you in accounting, tax, social, payroll, and advisory missions for your business. Do you need advice for your company (corporation, freelance profession, BIC, BNC)? We are here to help. We assist businesses and professionals: • From the creation of your company (SARL, SAS, drafting of statutes, choice of tax regime IS/IR, choice of social regime/general or TNS, forecastin...

The alterethic firm supports SMEs, groups & subsidiaries, and OBSLs. Our multidisciplinary teams ensure accounting in accordance with international standards for groups or holdings, allowing for the ownership of equity rights in various companies and organizing assets among companies dedicated to managing activities, properties, or other assets (patents, securities portfolios, etc.). The provisio...

Thanks to its expertise in technology and finance, complemented by its experience in complex projects, JEMS Group offers tailored and ongoing solutions in management and technical monitoring. Initially a core business in the field of infrastructure, JEMS Group developers install your DBMS, computer networks, and data security systems, as well as your operating systems. In addition to information s...

RESOLVYS Corporate, a "pure player" in SME transfers Welcome to RESOLVYS Business Transfer and Acquisition. RESOLVYS Corporate specializes in advising on business transfers and SME acquisitions. We handle all transmission operations with a turnover ranging from 250,000 euros to 50 million euros. Our headquarters is located in the Provence Alpes Côte d'Azur region. We advise business leaders in th...

Mazars in France, a different player in audit, accounting, taxation, and consulting. Mazars is an independent organization specializing in audit, consulting, and accounting and tax services. In France, Mazars brings together 39 offices and unites the skills and professionalism of over 2,900 employees, including 165 partners. In their audit and consulting missions, Mazars teams combine proximity, k...

The company Comptabilité Languedoc Midi Conseil (CLM CONSEIL) was founded by Mr. COHAT André, a certified accountant registered with the regional council of the Toulouse Midi-Pyrénées order since 1972, primarily accompanied by his wife, Mrs. COHAT Marie-Christine. Mainly focused on accounting expertise, auditing, accounting and social assistance, legal matters for SMEs, wealth studies, and privat...

Mortgage broker in Angers since 2001, over 7,000 residents of Angers have already trusted us with their mortgage. Why not you? We support our clients through every step of their mortgage process: negotiation (rates, insurance, bank guarantees), assistance at bank meetings, verification of loan offers, and fund release. Our mortgage brokerage firm finances all types of real estate projects: purchas...

Real estate investment center in Paca specializing in the search for properties from apartments to land or the acquisition of a villa, our platform is at your disposal to help you realize your dreams on the Côte d'Azur. Become the owner of a rehabilitated apartment under the Scellier law on the Côte d'Azur to benefit from tax advantages. You select an apartment on the Côte d'Azur for a cost price ...

My Wealth Advisor is a specialist in online savings on the Internet. We offer our clients a wide range of savings products with minimized fees. A specialist in online savings, but also in tax optimization and real estate. Through our globally recognized partners, we have numerous tax-advantaged real estate properties in the Montpellier area and throughout the Languedoc Roussillon region. Our onlin...

Reduce your risks, Increase your profitability, Improve your cash flow. Training and Consulting in SME management: credit management, management control. Member of AFDCC. Operating in the west of France. Management dashboard to monitor management indicators (leading indicators and lagging indicators) to optimize management. Business diagnosis: comprehensive diagnosis focused on action. Traini...

The company REMATEL is based in Saverne. It has been an approved partner for the industry and construction for over 30 years, and REMATEL has strengthened its development in specialized distribution. We offer a comprehensive service that combines commercial support, technical expertise, and product availability. It is a specialized establishment representing electrical equipment and instruments fo...